Institutional Ownership Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV). We have compiled data on the 3,444 institutions that hold shares in the stock, with a total of 687 Million shares, which have been reported (via 13F filing form) to have a value of $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
2,030
shares
|
$1.21 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
2,029
shares
|
$1.21 Million
12.26% of portfolio
|
Q4 2023
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
2,027
shares
|
$1.21 Million
0.69% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,017
shares
|
$1.21 Million
0.27% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
2,015
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
2,014
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,013
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
2,011
shares
|
$1.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 39.17%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
2,005
shares
|
$1.2 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
2,000
shares
|
$1.2 Million
0.51% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
1,992
shares
|
$1.19 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
1,991
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,988
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
1,985
shares
|
$1.19 Million
0.28% of portfolio
|
Q3 2024
Added 122.04%
|
|
|
Violich Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,985
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,980
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2024
Added 47.1%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
1,980
shares
|
$1.18 Million
0.18% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
1,977
shares
|
$1.18 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Sara Bay Financial
|
Oct 07, 2024 Q3 2024 |
1,976
shares
|
$1.18 Million
0.41% of portfolio
|
Q3 2024
Reduced 24.41%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,972
shares
|
$1.18 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
1,966
shares
|
$1.17 Million
0.52% of portfolio
|
Q4 2022
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,963
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
1,961
shares
|
$1.17 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
1,959
shares
|
$1.17 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
1,957
shares
|
$1.17 Million
0.81% of portfolio
|
Q3 2024
Reduced 18.59%
|